Institutional Intelligent Portfolios™

Get started with Institutional Intelligent Portfolios™

Enrolling in your advisor’s Institutional Intelligent Portfolios program takes a few simple steps to complete. Once your money is invested, you can view your account information anytime online or on your mobile device.

Enroll with ease

After you’ve talked with your advisor, you will walk through these steps to complete your enrollment:

Answer a few straightforward questions from your advisor to help determine your investor profile.

Review your advisor’s recommended portfolio.

Complete the account open and funding process.

Your advisor will then review and make any adjustments as appropriate before your money is invested.